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JPMorgan Chase
JPM

Overview Fund Activity

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.02B
2
Capital International Investors
Capital International Investors
California
+$823M
3
Morgan Stanley
Morgan Stanley
New York
+$366M
4
State Street
State Street
Massachusetts
+$268M
5
Renaissance Technologies
Renaissance Technologies
New York
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$713M
3
BlackRock
BlackRock
New York
-$627M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$548M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCP
801
KDI Capital Partners
North Carolina
$10.4M +$414K +3,665 +4%
FM
802
Foster & Motley
Ohio
$10.4M -$77.7K -689 -0.7%
FMLI
803
Fukoku Mutual Life Insurance
Japan
$10.3M +$33.9K +300 +0.3%
FNFDCM
804
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.3M +$174K +1,542 +2%
MC
805
Martin Currie
United Kingdom
$10.3M -$3.08M -27,300 -23%
WI
806
Wintrust Investments
Illinois
$10.3M -$4.74K -42 -0%
HRC
807
Hoertkorn Richard Charles
$10.2M -$67.7K -600 -0.7%
B
808
Bailard
California
$10.2M -$1.38M -12,249 -12%
FMBTD
809
First Midwest Bank Trust Division
Illinois
$10.2M -$204K -1,809 -2%
ZCA
810
Zeke Capital Advisors
Pennsylvania
$10.1M -$233K -2,063 -2%
TTWM
811
TCV Trust & Wealth Management
Virginia
$10M +$299K +2,649 +3%
AAP
812
Aristotle Atlantic Partners
Florida
$10M +$126K +1,353 +1%
CAN
813
Cetera Advisor Networks
California
$10M +$902K +7,987 +10%
VFA
814
Valeo Financial Advisors
Indiana
$9.99M +$153K +1,405 +2%
SCM
815
Silvant Capital Management
Georgia
$9.98M -$824K -7,305 -8%
SIP
816
Stoneridge Investment Partners
Pennsylvania
$9.96M -$2.05M -18,206 -17%
CCG
817
Cypress Capital Group
Florida
$9.96M +$162K +1,432 +2%
Qube Research & Technologies (QRT)
818
Qube Research & Technologies (QRT)
United Kingdom
$9.95M +$9.95M +88,199 New
BCM
819
BTC Capital Management
Iowa
$9.95M -$615K -5,450 -6%
HI
820
HBK Investments
Texas
$9.94M +$9.66M +85,622 +3,432%
Grantham, Mayo, Van Otterloo & Co (GMO)
821
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.9M -$6.41M -56,797 -39%
ECM
822
Element Capital Management
New York
$9.9M +$8.62M +76,423 +678%
BOH
823
Bank of Hawaii
Hawaii
$9.88M -$36.8K -326 -0.4%
NCM
824
Novare Capital Management
North Carolina
$9.81M +$602K +5,338 +7%
Jones Financial Companies
825
Jones Financial Companies
Missouri
$9.81M +$914K +8,098 +10%
31 32
33
34 35